About Legato Financial Group, Inc.
Reviews for Legato Financial Group, Inc.
Write a reviewHours
Monday: 9AM - 4:30PM
Tuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed
Legato Financial Group, Inc. specializes in retirement planning, offering a unique process called the LFG Retirement Blueprint to help clients achieve their goals. The team is known for being helpful, pleasant, and quick to respond to requests, making the experience enjoyable for clients. While most reviews express high satisfaction, some clients seek more guidance on federal tax information and improved communication regarding this topic. Legato has built strong trust by following up on tax concerns, reinforcing their commitment to clients' financial security. With a focus on sound retirement planning advice, including investments, savings, tax strategies, and annuities, many clients feel proud to be part of the Legato family, appreciating the peace of mind that comes from their services.
I have thoroughly enjoyed working with the Legato Team. They have been helpful in explaining details and very quick to respond to request. The whole team is very pleasant. I also like the diversification of their services.
Overall, I’m very satisfied with the choice of Legato.
I Would prefer a little more guidance on federal tax information. A higher of level of communication would be appreciated On this subject
Legato followed up with me regarding my tax concerns which made my trust in them even stronger. I would definitely recommend Legato Financial for your retirement needs.
Fortunate and proud to say we have been part of the Legato Family from their inception. The profound difference their team has made in our financial security through sound retirement planning advice including investments, savings, tax strategies, and annuities. The peace of mind the Legato Team provides is priceless.